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Renewable Energy '25: Solar
12 tickers · $74.08B total market cap
Group: Renewable Energy
U.S. fiscal policy (IRA, 45X credits, tariffs, FEOC) creates a decade-long demand runway for domestic solar and grid tech; group benefits from manufacturing incentives, backlog visibility, and integration of AI/robotics to lower costs and improve efficiency
Renewable Energy '25: Solar tracks 12 publicly listed stocks in this theme: ARRY, BEP, CSIQ, CWEN, DQ, ENPH, FSLR, JKS, NXT, RUN, SEDG, SHLS. See the constituent table for details.
Thesis update: 2025-09-18
Constituents
Build 20260424T074455
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
First Solar, Inc.FSLR | 02/24/2026 (AMC) | 04/30/2026 (AMC) | -17.73% | — | -1.95% | — | $21.05B | 16.3328 |
Nextpower Inc.NXT | 01/27/2026 (AMC) | 05/20/2026 (AMC) | 14.32% | — | 2.71% | — | $18.46B | 13.0662 |
Brookfield Renewable Partners L.P.BEP | 01/30/2026 | 05/01/2026 | — | — | — | — | $10.37B | 6.2500 |
Clearway Energy, Inc.CWEN | 02/23/2026 (BMO) | 05/07/2026 (BMO) | -3.52% | — | 3.88% | — | $8.15B | 4.4643 |
Enphase Energy, Inc.ENPH | 02/03/2026 (AMC) | 04/28/2026 (AMC) | 26.80% | — | -23.50% | — | $4.77B | 10.8885 |
Sunrun Inc.RUN | 02/26/2026 (AMC) | — | -35.11% | — | -2.19% | — | $3.04B | 7.6220 |
SolarEdge Technologies, Inc.SEDG | 02/18/2026 | 05/05/2026 | 7.98% | — | 35.47% | — | $2.86B | 7.6220 |
Daqo New Energy Corp.DQ | 02/26/2026 (BMO) | 04/29/2026 (BMO) | -3.90% | — | -4.39% | — | $1.55B | 4.3554 |
Shoals Technologies Group, Inc.SHLS | 02/24/2026 | 05/05/2026 | -7.10% | — | 13.58% | — | $1.31B | 9.7997 |
Array Technologies, Inc.ARRY | 02/25/2026 (AMC) | 05/06/2026 (AMC) | -31.09% | — | 6.99% | — | $1.24B | 7.6220 |
Canadian Solar Inc.CSIQ | 03/19/2026 (BMO) | — | -23.00% | — | 2.88% | — | $994.9M | 6.5331 |
JinkoSolar Holding Co., Ltd.JKS | 11/17/2025 (BMO) | — | 5.95% | — | -19.86% | — | $296.5M | 5.4443 |
| Average | -6.04% | — | 1.24% | — | $6.17B | 8.3333 | ||
| Median | -3.90% | — | 2.71% | — | $2.95B | 7.6220 | ||
| Std Dev | 18.44% | — | 15.01% | — | $6.76B | 3.4558 | ||
| Min | -35.11% | — | -23.50% | — | $296.5M | 4.3554 | ||
| Max | 26.80% | — | 35.47% | — | $21.05B | 16.3328 | ||
| % Positive Tickers | 36.36% | — | 54.55% | — |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.